If you use roles, use this tab to specify the role a user must have to enter a billing format and a billing formula in the Billing Info tab in the Quick Project Setup screen (Projects\Maintain\Project) for this template ID.
If you leave the role blank, any user can enter the billing format.
If you use quick project templates in Quick Project Setup, complete the setup on this tab before you enter projects in the Quick Project Setup screen and the Generate Quick Project WBS screen.
In Costpoint web, set up roles in the Workflow Roles screen (Administration\Maintain\Workflow).
In the Costpoint client/server version, set up roles in the Define Roles screen in the Design menu of the Workflow module in the Others domain.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a billing format in the Quick Project Setup screen for this template ID.
If you leave the Billing Format Role field blank, any user can enter the billing format.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a billing formula in the Quick Project Setup screen for this template ID.
If you leave the Billing Formula Role field blank, any user can enter the billing formula.
Changes to this screen update the QPROJ_TEMPLATE (Quick Project Setup Template) table.